Traton truck deliveries fall 6% in first quarter as US weakness persists

April 13 (Reuters) - German ‌truck manufacturer ​Traton ​reported a 6% drop in vehicle sales for the first quarter of 2026 ‌on Monday, driven by a 21% decline in ⁠its U.S.-based International Motors brand.

Weakness in the U.S. market ‌persisted in the quarter, ‌Traton said, while a tough market situation in South America also led to fewer deliveries at the ​Scania and Volkswagen Truck & Bus subsidiaries.

The company delivered 68,600 vehicles between January and March, down ⁠from 73,100 in the same period last year. Deliveries of electric ​vehicles grew 38% in the same period.

The MAN Truck & Bus brand recorded a 14% ​increase across its models, which ‌Traton attributed to recovery in Europe.

UBS analysts said in their first take ⁠on the results that the number of sold vehicles was 4% lower than expected, while raising concerns over ⁠Traton's profitability in China and the United States.

Traton is exposed ​to U.S. tariffs on heavy-duty trucks, imposed under the Section 232 nL2N3VC15U national security trade statute, which applies to ‌its Mexican manufacturing sites supplying the U.S. market.

Scania also started up a new ‌production plant in Rugao, China in October. Analysts ⁠from Citi have voiced ‌concerns about underutilization ​at this site.

(Reporting by Simon Ferdinand EibachEditing by Linda Pasquini, Miranda Murray and Milla ‌Nissi-Prussak)

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